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BILL

BILL Holdings, Inc.

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3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202601
Sep 2026012
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 09, 2021 Filed Sep 10, 2021 17:47 UTC Exercise / conversionCommon Stock 2,000 $13.40 $26,800.00
Disclosure

SEC source: 0001209191-21-055529 · doc4.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 08, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 15,959 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 18

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 650,000

Underlying: Common Stock · 15,959 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 08, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 300 $300.32 $90,096.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 10

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,122

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $300.245 to $300.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 08, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 2,428 $299.21 $726,480.18
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 9

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,422

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $299.00 to $299.63 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 08, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 13,231 $298.50 $3,949,453.50
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 8

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,850

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $298.00 to $298.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 08, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 15,959 $8.76 $139,800.84
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 7

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,081

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 08, 2021 Filed Sep 10, 2021 22:32 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 131 $292.53 $38,321.43
Disclosure

SEC source: 0001209191-21-055553 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 462

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · balance_after: Includes 131 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021.

Read SEC document
September 08, 2021 Filed Sep 10, 2021 22:33 UTC
Clayton Thomas J.Chief Revenue Officer
SaleCommon Stock 94 $292.53 $27,497.82
Disclosure

SEC source: 0001209191-21-055554 · doc4.xml · nonDerivative · entry 1

Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · balance_after: Prior to sale included 94 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $69.37 $0.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Common Stock · 1,000 shares

Expires 2030-05-27

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,500 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,500

Underlying: Common Stock · 1,500 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F12 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,989

Underlying: Common Stock · 4,000 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 700 $297.30 $208,112.03
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,081

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $296.94 to $297.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 600 $296.14 $177,685.98
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,781

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $295.65 to $296.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 2,639 $295.08 $778,717.18
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,381

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $294.63 to $295.27 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 2,894 $294.18 $851,351.42
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,020

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.59 to $294.52 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 400 $292.66 $117,063.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,914

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.29 to $293.19 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 600 $291.90 $175,138.98
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,314

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $291.29 to $292.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC SaleCommon Stock 500 $290.11 $145,054.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,914

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $289.85 to $290.55 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionCommon Stock 1,000 $69.37 $69,370.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,414

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionCommon Stock 1,500 $8.76 $13,140.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,414

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:18 UTC Exercise / conversionCommon Stock 4,000 $5.26 $21,040.00
Disclosure

SEC source: 0001209191-21-055237 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,914

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 70 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,200 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 17

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 665,959

Underlying: Common Stock · 1,200 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 400 $299.14 $119,656.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 6

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,122

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 800 $298.79 $239,034.96
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,522

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $298.09 to $200.06 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 07, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 1,200 $8.76 $10,512.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,322

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 900 $298.59 $268,731.99
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 12

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,067,543

F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $298.54 to $299.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 14,873 $297.84 $4,429,711.85
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 11

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,068,443

F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $297.50 to $298.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 13,899 $296.96 $4,127,395.61
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 10

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,083,316

F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $296.50 to $297.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 52,490 $296.02 $15,538,131.79
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 9

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,097,215

F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $295.50 to $296.49 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 30,952 $294.94 $9,129,032.40
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 8

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,149,705

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $294.50 to $295.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 23,271 $293.97 $6,840,982.85
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 7

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,180,657

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.49 to $294.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 13,608 $293.04 $3,987,676.07
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 6

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,203,928

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.48 to $293.45 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 31,705 $291.97 $9,256,845.44
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 5

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,217,536

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $291.45 to $292.44 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

Read SEC document
September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 22,152 $290.77 $6,441,230.08
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 4

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,249,241

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $290.44 to $291.43 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 16,375 $290.12 $4,750,662.60
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 3

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,271,393

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $289.44 to $290.41 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 11,623 $288.94 $3,358,348.46
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 2

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,287,768

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $288.41 to $289.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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September 03, 2021 Filed Sep 8, 2021 20:49 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 32,900 $287.98 $9,474,505.81
Disclosure

SEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 1

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 1,299,391

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $287.38 to $288.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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September 03, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy · Derivative 7,841 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 16

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 667,159

Underlying: Common Stock · 7,841 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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September 03, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 23 $299.10 $6,879.20
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,122

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $299.00 to $299.11 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 03, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 7,818 $298.29 $2,332,039.04
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,145

F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $298.00 to $298.895 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 03, 2021 Filed Sep 9, 2021 01:13 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 7,841 $8.76 $68,687.16
Disclosure

SEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,963

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 100 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 2,000 $0.00 Strike: $13.40 $0.00
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · derivative · entry 10

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,333

Underlying: Common Stock · 2,000 shares

Expires 2029-07-21

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 30 $290.68 $8,720.40
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 9

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 300 $289.38 $86,814.00
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 8

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $288.79 to $289.70 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 300 $288.23 $86,469.99
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 7

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 330

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $287.75 to $288.54 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 670 $287.01 $192,293.69
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 6

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 630

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $286.68 to $287.46 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 200 $285.58 $57,115.00
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 5

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,300

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.48 to $285.67 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 300 $283.86 $85,157.01
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 4

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $283.40 to $284.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 100 $281.56 $28,156.00
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 3

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,800

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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September 02, 2021 Filed Sep 3, 2021 19:40 UTC SaleCommon Stock 100 $277.97 $27,797.00
Disclosure

SEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,900

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.